More Excel Speed Tips (Completed)

Date: Wednesday, June 23, 2021
Instructor: David H. Ringstrom
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Excel expert and CPA David H. Ringstrom developed this follow-up session to Excel Speed Tips that’s packed with even more ways to save time and effort in Excel. You’ll learn shortcuts that allow you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, transform filtering tasks, and more. In addition, David explains the benefits associated with Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Should Attend
Practitioners who can benefit by learning a variety of techniques and shortcuts that will speed up their work in Excel.

Topics Covered

  • Appending data from two or more worksheets into a self-updating consolidated list with Power Query
  • Applying formatting to multiple locations within a worksheet by way of the Format Painter feature
  • Avoiding frustration by understanding the nuances between Enter and Edit modes
  • Avoiding the need to retype data or clunky formulas by way of Excel's Text to Columns command
  • Creating a shortcut to allow you to clear the decks in Excel by closing all open documents at once
  • Double-checking manual inputs easily by having Excel read numbers aloud to you
  • Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel
  • Eliminating duplicates from a list with just a few mouse clicks
  • Making the same edits on multiple worksheets at once by grouping worksheets
  • Mastering the nuances—and the power—of Excel's Transpose feature
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Pasting a table as a raw list elsewhere in a workbook

Learning Objectives

  • Identify the feature that helps you transform filtering tasks
  • Implement Excel's Personal Macro Workbook
  • Define how to avoid merging cells
  • Recognize how to embed frequently used lists

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
A basic of understanding of Excel.

Advance Preparation
None

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